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RAMHX vs WFATX
RAMHX vs WFATX Comparison
Open Charts RAMHX vs WFATX
American Funds American Balanced R2E
Price$38.57
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Allspring Index Asset Allocation Instl
Price$41.57
Change-$0.23 (-0.55%)
VolumeN/A
Net Assets1.24B
RAMHX vs WFATX Comparison Chart in %
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RAMHX vs. WFATX commentary
Nov 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RAMHX is a Hold and WFATX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 263B vs. WFATX (1.24B). RAMHX pays higher dividends than WFATX: RAMHX (1.33) vs WFATX (1.16). RAMHX was incepted earlier than WFATX: RAMHX (11 years) vs WFATX (9 years). RAMHX (1.04) is less costly to investors than WFATX (0.79). RAMHX is a more actively managed with annual turnover of: 44.00 vs. WFATX (12.00). RAMHX has a lower initial minimum investment than WFATX: RAMHX (250) vs WFATX (1000000). RAMHX annual gain was more profitable for investors over the last year : 8.45 vs. WFATX (-2.87). RAMHX return over 5 years is better than : 36.09 vs. WFATX (7.83).
| RAMHX | WFATX | RAMHX / WFATX | |
| Total Expense Ratio | 1.04 | 0.75 | 139% |
| Annual Report Gross Expense Ratio | 1.04 | 0.79 | 132% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 13.577 | 9.056 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.24B | 21,261% |
| Annual Yield % from dividends | 1.33 | 1.16 | 115% |
| Returns for 1 year | 8.45 | -2.87 | -294% |
| Returns for 3 years | 39.16 | 16.12 | 243% |
| Returns for 5 years | 36.09 | 7.83 | 461% |
| Returns for 10 years | 66.08 | N/A | - |
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